BC
WCG

Burney Company’s Wellcare Health Plans, Inc. WCG Stock Holding History

Burney Company’s Portfolio WCG Stock Details WCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,750
Closed -$431K – 482
2018
Q2 		$431K Buy
+1,750
New +$381K 0.03% 333

Other funds holding WCG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Burney Company's WCG Position: Q3 2018 in Review

Burney Company sold out of Wellcare Health Plans, Inc. (WCG) in Q3 2018, closing a stake of 1,750 shares — an estimated $431K sold.

Burney Company first reported a position in WCG in Q2 2018 and held it in 1 quarter. The position peaked at $431K in Q2 2018. 438 funds tracked by Wall St. Rank hold WCG as of Q3 2018.

  • Burney Company reported no remaining Wellcare Health Plans, Inc. position as of Q3 2018 after selling out during the quarter.
  • Burney Company sold 1,750 Wellcare Health Plans, Inc. shares in Q3 2018, an estimated $431K.
  • Burney Company first reported a position in Wellcare Health Plans, Inc. in Q2 2018 and held it in 1 quarter.
  • Burney Company's Wellcare Health Plans, Inc. position peaked at $431K in Q2 2018.
  • 438 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q3 2018.

Based on Burney Company's 13F filing for Q3 2018, filed 13 Nov 2018.